To assess the performance of financial advisors in terms of sales, customer satisfaction, and adherence to company policies.
To identify key factors that contribute to the success of financial advisors within the company.
To make recommendations for improving the training and support provided to financial advisors.
Collect and analyze data on sales performance, customer feedback, and compliance with company policies for a sample of financial advisors.
Conduct interviews and surveys with financial advisors to gather insights on their experiences and challenges.
Research best practices in financial advisor training and development within the insurance industry.
Prepare a report summarizing findings and recommendations for improving the effectiveness of financial advisors at ICICI Prudential Life Insurance Company.
